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The CSF was created in accordance with the Act respecting the distribution of financial products and services (ADFPS). Its mission is to protect the public by maintaining discipline and overseeing the training and ethics of its more than 32,000 members.

Who are the members of the CSF?

Members of the CSF operate in five sectors of activity related to personal finances:

  • Group savings plan brokerage
  • Financial planning
  • Insurance of persons
  • Group insurance of persons
  • Scholarship plan brokerage

Protect investors and inspire confidence

By providing a professional framework for training, ethics, and discipline, the CSF allows its members to offer clients the best services possible. It thus inspires consumer trust in the financial industry.

Protecting the public like a professional order

The CSF oversees the integrity and professionalism of financial service advisors. Its members are responsible for their actions, must comply with mandatory continuous training requirements, and adhere to a strict code of ethics.